EdgeCore Digital Infrastructure, a wholesale data center developer, owner and operator, has introduced a new brand to better reflect its business strategy since its acquisition by Partners Group in late 2022.
A vital element of the rebrand is EdgeCore's new tagline, "Designed for Density," which focuses on developing gigawatt-sized data center regions capable of providing high-density power to the world's largest cloud and internet companies. EdgeCore's new brand reflects its campuses' scalability and operational efficiency and the commitments EdgeCore has made to sustainability, safety and local communities.
Since the beginning of 2023, EdgeCore has begun actively developing or expanding its data center campuses in Silicon Valley, California; Phoenix, Arizona; and Reno, Nevada. It has also announced the purchase of new land for development in Ashburn, Virginia. In 2024, EdgeCore plans to invest another 600 million dollars into new regions located in areas with a combination of land and near-term power availability suitable for supporting up to three sites with a minimum capacity of 300MVA each.
"EdgeCore's rebranding efforts signify a major milestone in our growth and evolution," said Clint Heiden, Chief Commercial Officer for EdgeCore. "Since being acquired by Partners Group, we have retooled our data center designs and made the capital commitments necessary to provide the high-density power required by companies seeking to support artificial intelligence and machine learning (AI/ML) technology. This updated strategy will enable us to deliver our customers the certainty of execution they require in a trusted partner."
Density has emerged as a critical element of modern data center design as the industry rapidly scales to meet the capacity demands of emerging technology. In particular, the increasing capacity demands created by the growth of artificial intelligence (AI), large language models (LLMs) and hyperscale computing are poised to fundamentally shape the data center industry's future. Investment banking firm TD Cowen found in a recent analysis "a tsunami of AI demand," reflecting current data center leases in 2023.
"Since 2020, cloud providers have seen a sharp rise in demand for their services and have consequently grown their infrastructure to better service end users, taking up large chunks of space in leased data centers," said Dan Thompson, Principal Research Analyst for 451 Research, a part of S&P Global Market Intelligence. "However, we have observed another surge in demand from late 2021 to early 2022. The main difference between this wave of demand and the previous one is that customers' density requirements are also shifting as those companies look for facilities offering higher power per square foot. Datacenter and cloud providers agree that AI workloads will require high-density infrastructure at the datacenter level, making it easy to assume that all this new demand can be attributed to the surge of interest in AI."
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